See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,687 | $175,202-87.1% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 23.78% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,064 | $5,474-80.6% | $4,818-77.9% | $4,751-77.6% |
| Participant deferral / active EE | $3,931 | $6,519-39.7% | $5,680-30.8% | $6,710-41.4% |
| Admin fee / account holder | $21 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |